Atria Investments LLC Incresed Positions in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
6.69K
+ 299.96%
$85.71 - $101.2 $573K - $677K
8.92K $787K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.38K
+ 33.34%
$203.38 - $274.79 $891K - $1.2M
17.5K $3.6M
BBY
Best Buy CO Inc

Consumer Cyclical
8.77K
+ 132.39%
$70.3 - $91.1 $617K - $799K
15.4K $1.13M
ARES
Ares Management Corp

Financial Services
5.54K
+ 68.1%
$140.19 - $198.28 $777K - $1.1M
13.7K $2.01M
PINS
Pinterest, Inc.

Communication Services
16.6K
+ 72.47%
$29.79 - $40.0 $495K - $664K
39.5K $1.23M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.87K
+ 25.36%
$73.11 - $77.43 $503K - $532K
34K $2.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.8K
+ 3.77%
$50.48 - $51.04 $544K - $550K
297K $15M
IYJ
Ishares Tr

ETFs
4.53K
+ 33.74%
$127.48 - $142.0 $577K - $643K
18K $2.34M
DPZ
Dominos Pizza Inc

Consumer Cyclical
836
+ 20.75%
$402.33 - $489.71 $336K - $409K
4.86K $2.23M
APPF
Appfolio Inc

Technology
2.6K
+ 245.83%
$206.66 - $260.64 $536K - $677K
3.65K $803K
NEE
Nextera Energy Inc

Utilities
9.2K
+ 6.03%
$66.96 - $76.16 $616K - $701K
162K $11.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.7K
+ 11.31%
$50.17 - $51.45 $588K - $604K
115K $5.82M
PNFP
Pinnacle Financial Partners Inc

Financial Services
8.88K
+ 18.01%
$99.42 - $126.15 $883K - $1.12M
58.2K $6.17M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.67K
+ 8.59%
$110.55 - $130.35 $185K - $218K
21.1K $2.69M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
8.4K
+ 18.98%
$54.94 - $69.15 $461K - $581K
52.6K $3.03M
STX
Seagate Technology Holdings PLC

Technology
6.25K
+ 127.34%
$84.92 - $108.42 $531K - $678K
11.2K $947K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.26K
+ 3.52%
$90.0 - $96.32 $564K - $603K
184K $17M
BSX
Boston Scientific Corp

Healthcare
18
+ 0.04%
$89.38 - $106.18 $1.61K - $1.91K
44.5K $4.49M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.1K
+ 11.34%
$25.69 - $26.89 $361K - $378K
138K $3.71M
EBAY
Ebay Inc

Consumer Cyclical
1.02K
+ 1.35%
$61.61 - $70.93 $62.6K - $72.1K
76.4K $5.17M
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.92K
+ 8.77%
$64.35 - $73.03 $253K - $287K
48.7K $3.4M
FISV
Fiserv Inc

Technology
4.01K
+ 8.03%
N/A
53.9K $6.75M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
21.3K
+ 4.65%
$22.25 - $23.0 $474K - $490K
479K $11M
MSM
Msc Industrial Direct CO Inc

Industrials
6.12K
+ 152.67%
$74.45 - $83.08 $456K - $509K
10.1K $786K
FCX
Freeport Mcmoran Inc

Basic Materials
13.1K
+ 23.35%
$34.5 - $43.01 $452K - $563K
69.2K $2.62M
CAG
Conagra Brands Inc.

Consumer Defensive
19.2K
+ 65.82%
$23.9 - $27.67 $460K - $532K
48.4K $1.29M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.6K
+ 93.32%
$39.61 - $42.65 $458K - $493K
24K $976K
POR
Portland General Electric CO

Utilities
10.4K
+ 115.48%
$40.56 - $45.24 $423K - $472K
19.5K $867K
LEN
Lennar Corp

Consumer Cyclical
21.2K
+ 23.3%
$113.93 - $141.54 $2.41M - $2.99M
112K $12.9M
WSO
Watsco Inc

Industrials
362
+ 4.37%
$463.86 - $530.75 $168K - $192K
8.65K $4.4M
ED
Consolidated Edison Inc

Utilities
3.38K
+ 87.42%
$88.0 - $110.59 $297K - $373K
7.24K $800K
BPOP
Popular, Inc.

Financial Services
5.14K
+ 43.73%
$87.14 - $106.33 $448K - $547K
16.9K $1.56M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.4K
+ 131.12%
$96.18 - $109.82 $423K - $483K
7.75K $794K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.75K
+ 30.74%
$159.75 - $208.61 $279K - $364K
7.43K $1.52M
DOW
Dow Inc.

Basic Materials
21.7K
+ 35.58%
$34.36 - $41.92 $746K - $910K
82.7K $2.89M
NDSN
Nordson Corp

Industrials
2.62K
+ 20.67%
$200.12 - $224.07 $524K - $587K
15.3K $3.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.76K
+ 30.57%
$50.82 - $52.7 $394K - $409K
33.1K $1.74M
EPAC
Enerpac Tool Group Corp

Industrials
9.1K
+ 143.31%
$40.26 - $47.26 $366K - $430K
15.5K $693K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.51K
+ 2.55%
$87.68 - $94.52 $132K - $143K
60.7K $5.68M
CNP
Centerpoint Energy Inc

Utilities
7.55K
+ 21.82%
$30.87 - $36.25 $233K - $274K
42.1K $1.53M
MUR
Murphy Oil Corp

Energy
17.2K
+ 51.04%
$24.02 - $33.9 $414K - $585K
51K $1.45M
CHE
Chemed Corp

Healthcare
112
+ 2.72%
$521.84 - $615.32 $58.4K - $68.9K
4.23K $2.61M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.35K
+ 13.45%
$49.06 - $56.82 $213K - $247K
36.7K $2.02M
STLD
Steel Dynamics Inc

Basic Materials
4.29K
+ 30.05%
N/A
18.6K $1.82M
CDW
Cdw Corp

Technology
3.43K
+ 35.76%
$160.26 - $206.13 $549K - $706K
13K $2.08M
ENB
Enbridge Inc

Energy
5.81K
+ 7.02%
$41.54 - $45.45 $241K - $264K
88.5K $3.92M
JHPI
John Hancock ETF Preferred Inc

ETFs
18.8K
+ 19.57%
$22.23 - $22.87 $418K - $430K
115K $2.58M
GFL
Gfl Environmental Inc.

Industrials
7.26K
+ 48.48%
$41.72 - $48.8 $303K - $354K
22.2K $1.07M
RIO
Rio Tinto PLC

Basic Materials
6.44K
+ 41.96%
$58.19 - $64.29 $375K - $414K
21.8K $1.31M
Activity Summary
Buys All Purchases 1148 New Holdings 183 Increased Positions 965 Sells All Sells 739 Reductions 739 Sold out 0 Options Calls 0 Puts 0
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